Commercial orders
Turn won deals into dated commercial orders with one-time and recurring revenue, products, discounts, payment terms, and contract status.
Commercial Orders track the contract behind a won deal. They separate deal value into one-time and yearly recurring revenue and add the dates and terms needed to see upcoming, current and completed business.
Enable Commercial Orders
An admin enables the feature under Settings → App Settings → CRM → General → Commercial orders. When disabled, the Commercial Orders page explains that it must be enabled in CRM settings.
Open the board
In base bont, choose Commercial orders in the main navigation. The Kanban board groups records into Won – no order, Upcoming order, Current order and Completed order. Status is derived from the contract dates.
Create an order
Commercial orders can only be created for won deals. Open a deal from the first Kanban column or use the Commercial Order card on the deal detail page, then enter:
- Contract start date and optional end date; omit the end date for an open-ended order.
- One-time and yearly recurring revenue, plus their discounts.
- Currency and payment terms in days.
- Products linked to the deal and optional notes.
You can copy the deal value into a revenue field. Product amounts require a deal currency. Saving places the card in the column determined by its dates.
Edit or move an order
Open the order from the board or the deal. Editing its dates can move it to another status. If you drag a card to a date-based column, bont asks you to confirm dates and warns when those dates place it in a different column.